2023 Form 5500 filing — Teamsters Local 1164 Health & Welfare Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015215401NAL0017264275001) for Teamsters Local 1164 Health & Welfare Benefit Plan, reported by Board Of Trustees Of Teamsters Local 1164 Welfare Fund under EIN 34-6529411 and plan number 501. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015215401NAL0017264275001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local 1164 Welfare Fund
- EIN
- 34-6529411
- Plan number
- 501
- Location
- Cleveland, OH
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,884,641
- Total liabilities (EOY)
- $761,880
- Net assets (EOY)
- $4,122,761
- Employer contributions
- $4,598,826
- Participant contributions
- $357,017
- Total income / additions
- $5,177,553
- Benefits paid
- $5,673,291
- Administrative expenses
- $349,012
- Total expenses
- $6,022,303
- Net increase / (decrease)
- -$844,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medical Mutual Of Ohio | NONE | $163,553 | not reported in the loaded dataset |
| Tracy Paro | EMPLOYEE | $54,755 | not reported in the loaded dataset |
| Teamsters Local 1164 | EMPLOYEE ORGANIZATION | $43,787 | not reported in the loaded dataset |
| J. Schaefer & Company LLC | NONE | $15,499 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $8,373 | not reported in the loaded dataset |
| Paul Miller | NONE | $5,900 | not reported in the loaded dataset |
| The Segal Company | NONE | $5,289 | not reported in the loaded dataset |